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American Homes 4 Rent（AMH）与SHOE CARNIVAL INC（SCVL）财务数据对比。点击上方公司名可切换其他公司
American Homes 4 Rent的季度营收约是SHOE CARNIVAL INC的1.5倍（$455.0M vs $297.2M），American Homes 4 Rent净利率更高（31.7% vs 4.9%，领先26.8%），American Homes 4 Rent同比增速更快（4.2% vs -3.2%），American Homes 4 Rent自由现金流更多（$823.7M vs $19.7M），过去两年American Homes 4 Rent的营收复合增速更高（3.6% vs 3.0%）
AMH（American Homes 4 Rent）是总部位于美国内华达州拉斯维加斯的住宅房地产投资信托基金，主打单户住宅租赁业务。截至2019年12月31日，公司在全美22个州共持有52552套住宅，资产主要集中在亚特兰大、达拉斯-沃斯堡及北卡罗来纳州夏洛特地区。
Shoe Carnival Inc是一家美国家庭鞋类零售商，目前在美国中西部、南部、东南部地区以及波多黎各共开设了429家门店。该公司由大卫·拉塞尔于1978年创立，截至2025年，其总部位于南卡罗来纳州福特米尔。
AMH vs SCVL — 直观对比
营收规模更大
AMH
是对方的1.5倍
$297.2M
营收增速更快
AMH
高出7.4%
-3.2%
净利率更高
AMH
高出26.8%
4.9%
自由现金流更多
AMH
多$804.0M
$19.7M
两年增速更快
AMH
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $455.0M | $297.2M |
| 净利润 | $144.3M | $14.6M |
| 毛利率 | — | 37.6% |
| 营业利润率 | — | 6.3% |
| 净利率 | 31.7% | 4.9% |
| 营收同比 | 4.2% | -3.2% |
| 净利润同比 | 0.3% | -23.9% |
| 每股收益（稀释后） | $0.33 | $0.53 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMHSCVL
| Q4 25 | $455.0M | $297.2M | ||
| Q3 25 | $478.5M | $306.4M | ||
| Q2 25 | $457.5M | $277.7M | ||
| Q1 25 | $459.3M | $262.9M | ||
| Q4 24 | $436.6M | $306.9M | ||
| Q3 24 | $445.1M | $332.7M | ||
| Q2 24 | $423.5M | $300.4M | ||
| Q1 24 | $423.6M | $280.2M |
净利润AMHSCVL
| Q4 25 | $144.3M | $14.6M | ||
| Q3 25 | $116.8M | $19.2M | ||
| Q2 25 | $123.6M | $9.3M | ||
| Q1 25 | $128.7M | $14.7M | ||
| Q4 24 | $143.9M | $19.2M | ||
| Q3 24 | $87.6M | $22.6M | ||
| Q2 24 | $108.5M | $17.3M | ||
| Q1 24 | $128.1M | $15.5M |
毛利率AMHSCVL
| Q4 25 | — | 37.6% | ||
| Q3 25 | — | 38.8% | ||
| Q2 25 | — | 34.5% | ||
| Q1 25 | — | 34.9% | ||
| Q4 24 | — | 36.0% | ||
| Q3 24 | — | 36.1% | ||
| Q2 24 | — | 35.6% | ||
| Q1 24 | — | 35.6% |
营业利润率AMHSCVL
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | — | 4.3% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 9.0% | ||
| Q2 24 | — | 7.5% | ||
| Q1 24 | — | 7.1% |
净利率AMHSCVL
| Q4 25 | 31.7% | 4.9% | ||
| Q3 25 | 24.4% | 6.3% | ||
| Q2 25 | 27.0% | 3.4% | ||
| Q1 25 | 28.0% | 5.6% | ||
| Q4 24 | 33.0% | 6.3% | ||
| Q3 24 | 19.7% | 6.8% | ||
| Q2 24 | 25.6% | 5.8% | ||
| Q1 24 | 30.2% | 5.5% |
每股收益（稀释后）AMHSCVL
| Q4 25 | $0.33 | $0.53 | ||
| Q3 25 | $0.27 | $0.70 | ||
| Q2 25 | $0.28 | $0.34 | ||
| Q1 25 | $0.30 | $0.53 | ||
| Q4 24 | $0.33 | $0.70 | ||
| Q3 24 | $0.20 | $0.82 | ||
| Q2 24 | $0.25 | $0.63 | ||
| Q1 24 | $0.30 | $0.57 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $108.5M | $107.7M |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.0B | $683.2M |
| 总资产 | $13.2B | $1.2B |
| 负债/权益比越低杠杆越低 | 0.72× | — |
8季度趋势，按日历期对齐
现金及短期投资AMHSCVL
| Q4 25 | $108.5M | $107.7M | ||
| Q3 25 | $45.6M | $91.9M | ||
| Q2 25 | $323.3M | $93.0M | ||
| Q1 25 | $69.7M | $123.1M | ||
| Q4 24 | $199.4M | $91.1M | ||
| Q3 24 | $162.5M | $84.5M | ||
| Q2 24 | $718.4M | $69.5M | ||
| Q1 24 | $124.8M | $111.2M |
总债务AMHSCVL
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
股东权益AMHSCVL
| Q4 25 | $7.0B | $683.2M | ||
| Q3 25 | $7.2B | $670.7M | ||
| Q2 25 | $7.2B | $653.6M | ||
| Q1 25 | $7.2B | $649.0M | ||
| Q4 24 | $7.2B | $635.7M | ||
| Q3 24 | $7.0B | $618.5M | ||
| Q2 24 | $7.0B | $597.8M | ||
| Q1 24 | $7.0B | $583.4M |
总资产AMHSCVL
| Q4 25 | $13.2B | $1.2B | ||
| Q3 25 | $13.3B | $1.2B | ||
| Q2 25 | $13.6B | $1.1B | ||
| Q1 25 | $13.3B | $1.1B | ||
| Q4 24 | $13.4B | $1.1B | ||
| Q3 24 | $12.8B | $1.1B | ||
| Q2 24 | $13.3B | $1.1B | ||
| Q1 24 | $12.8B | $1.0B |
负债/权益比AMHSCVL
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.64× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $864.3M | $33.6M |
| 自由现金流经营现金流 - 资本支出 | $823.7M | $19.7M |
| 自由现金流率自由现金流/营收 | 181.0% | 6.6% |
| 资本支出强度资本支出/营收 | 8.9% | 4.7% |
| 现金转化率经营现金流/净利润 | 5.99× | 2.30× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $35.1M |
8季度趋势，按日历期对齐
经营现金流AMHSCVL
| Q4 25 | $864.3M | $33.6M | ||
| Q3 25 | $223.3M | $13.3M | ||
| Q2 25 | $271.9M | $-9.6M | ||
| Q1 25 | $223.4M | $44.5M | ||
| Q4 24 | $811.5M | $17.3M | ||
| Q3 24 | $233.6M | $23.7M | ||
| Q2 24 | $274.0M | $17.1M | ||
| Q1 24 | $201.8M | $53.4M |
自由现金流AMHSCVL
| Q4 25 | $823.7M | $19.7M | ||
| Q3 25 | $214.5M | $2.2M | ||
| Q2 25 | $257.7M | $-23.0M | ||
| Q1 25 | $215.9M | $36.2M | ||
| Q4 24 | $777.5M | $8.3M | ||
| Q3 24 | $225.3M | $18.2M | ||
| Q2 24 | $263.3M | $6.9M | ||
| Q1 24 | $191.0M | $40.7M |
自由现金流率AMHSCVL
| Q4 25 | 181.0% | 6.6% | ||
| Q3 25 | 44.8% | 0.7% | ||
| Q2 25 | 56.3% | -8.3% | ||
| Q1 25 | 47.0% | 13.8% | ||
| Q4 24 | 178.1% | 2.7% | ||
| Q3 24 | 50.6% | 5.5% | ||
| Q2 24 | 62.2% | 2.3% | ||
| Q1 24 | 45.1% | 14.5% |
资本支出强度AMHSCVL
| Q4 25 | 8.9% | 4.7% | ||
| Q3 25 | 1.8% | 3.6% | ||
| Q2 25 | 3.1% | 4.8% | ||
| Q1 25 | 1.6% | 3.2% | ||
| Q4 24 | 7.8% | 3.0% | ||
| Q3 24 | 1.9% | 1.7% | ||
| Q2 24 | 2.5% | 3.4% | ||
| Q1 24 | 2.6% | 4.5% |
现金转化率AMHSCVL
| Q4 25 | 5.99× | 2.30× | ||
| Q3 25 | 1.91× | 0.69× | ||
| Q2 25 | 2.20× | -1.03× | ||
| Q1 25 | 1.74× | 3.04× | ||
| Q4 24 | 5.64× | 0.90× | ||
| Q3 24 | 2.67× | 1.05× | ||
| Q2 24 | 2.52× | 0.99× | ||
| Q1 24 | 1.58× | 3.44× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
